Client Services & Accounts Associate

UBS; Montgomery (AL); On-site; USD 42,000 - 64,000; Full time

Job summary

UBS Wealth Management Americas in Montgomery, AL is seeking a Client Associate to support client service and team operations. You will keep client files up-to-date, educate clients on account services, and help prepare materials for client meetings.

The role requires 1-3 years in client service within finance, a bachelor’s degree preferred, strong communication, attention to detail, and proficiency with Microsoft Office.

Qualifications

• 1-3 years of experience in client service within finance
• Bachelor degree preferred in business/finance
• Excellent communicator with strong interpersonal skills
• Detail oriented; nothing gets past you
• Proficient in Microsoft Office Suite

Responsibilities

• Keep management systems up-to-date with client information
• Educate clients on account services and capabilities
• Help prepare reports and materials for client meetings
• Collect the right documentation for opening new accounts and service requests
• Plan team marketing events and maintain marketing materials
• Provide the team with a detailed calendar of activities

Skills

Client service

Finance sector

Communication

Attention to detail

MS Office

Education

Bachelor's degree in Business/Finance

Job description

UBS Wealth Management Americas in Montgomery, AL is seeking a Client Associate to support client service and team operations. You will keep client files up-to-date, educate clients on account services, and help prepare materials for client meetings.

The role requires 1-3 years in client service within finance, a bachelor’s degree preferred, strong communication, attention to detail, and proficiency with Microsoft Office.